Eaton Vance Tax Advantaged Dividend Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 940.84 K | $23.00 M | 1.10% | 1.26% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 935.24 K | $22.87 M | 0.84% | 1.25% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 886.73 K | $21.68 M | 6.93% | 1.19% |
| UBS GROUP AG | 11/13/2025 | 867.39 K | $21.21 M | -1.85% | 1.16% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 797.02 K | $19.49 M | 6.22% | 1.07% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 11/13/2025 | 787.66 K | $19.26 M | -5.49% | 1.06% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 680.39 K | $16.64 M | 0.76% | 0.91% |
| JOEL ISAACSON & CO., LLC | 10/30/2025 | 629.77 K | $15.40 M | -4.42% | 0.84% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 612.94 K | $14.99 M | -2.61% | 0.82% |
| LPL FINANCIAL LLC | 11/12/2025 | 463.44 K | $11.33 M | 6.68% | 0.62% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 438.24 K | $10.72 M | 27.92% | 0.59% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 377.40 K | $9.23 M | 5.48% | 0.51% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 349.63 K | $8.55 M | 12.28% | 0.47% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 10/28/2025 | 303.28 K | $7.42 M | 0.92% | 0.41% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 255.88 K | $6.26 M | 1.64% | 0.34% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 247.12 K | $6.04 M | 2.05% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 240.75 K | $5.87 M | 6.02% | 0.32% |
| ROYAL BANK OF CANADA | 11/14/2025 | 217.86 K | $5.33 M | 3.05% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 209.17 K | $5.11 M | -3.78% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 203.77 K | $4.98 M | 0.23% | 0.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 194.43 K | $4.79 M | -2.53% | 0.26% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 185.72 K | $4.54 M | 4.64% | 0.25% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 148.92 K | $3.64 M | 20.12% | 0.20% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 139.38 K | $3.41 M | 12.17% | 0.19% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 10/29/2025 | 138.98 K | $3.35 M | -6.62% | 0.19% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 121.78 K | $2.98 M | 7.58% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 109.57 K | $2.68 M | 34.14% | 0.15% |
| ACCEL WEALTH MANAGEMENT | 10/08/2025 | 95.92 K | $2.35 M | -11.71% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 94.28 K | $2.31 M | 1.35% | 0.13% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 87.58 K | $2.14 M | 74.03% | 0.12% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 85.71 K | $2.10 M | -53.59% | 0.12% |
| MRA ADVISORY GROUP | 11/07/2025 | 84.62 K | $2.07 M | -0.91% | 0.11% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 82.06 K | $2.01 M | 22.62% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 81.55 K | $1.99 M | -30.84% | 0.11% |
| 12/22/2025 | 77.89 K | $1.90 M | 100.00% | 0.10% | |
| 1776 WEALTH LLC | 11/06/2025 | 75.65 K | $1.85 M | 4.19% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 70.68 K | $1.73 M | 0.06% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 62.69 K | $1.48 M | 47.86% | 0.08% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 54.46 K | $1.33 M | -2.39% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 52.88 K | $1.29 M | 9.30% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 51.84 K | $1.27 M | 3.85% | 0.07% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 47.81 K | $1.17 M | -0.17% | 0.06% |
| COHEN & STEERS, INC. | 11/14/2025 | 45.41 K | $1.11 M | -61.32% | 0.06% |
| MARINER, LLC | 11/14/2025 | 41.48 K | $1.01 M | 10.26% | 0.06% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 11/04/2025 | 41.41 K | $1.01 M | 7.61% | 0.06% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 37.86 K | $925.56 K | 0.00% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/07/2025 | 35.67 K | $872.07 K | 1.59% | 0.05% |
| RICHMOND INVESTMENT SERVICES, LLC | 11/12/2025 | 34.81 K | $851.08 K | 0.36% | 0.05% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 31.00 K | $758.00 K | 5.02% | 0.04% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 30.77 K | $752.33 K | 14.74% | 0.04% |
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Eaton Vance Tax Advantaged Dividend Income Fund institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of Eaton Vance Tax Advantaged Dividend Income Fund. The most heavily invested institutionals were:
McGowan Group Asset Management, Inc.: 783,596
Joel Isaacson & Co., LLC: 745,247
Kingstone Capital Partners Texas, LLC: 309,126
Formidable Asset Management, LLC: 132,477
MRA Advisory Group: 86,420
WOLVERINE ASSET MANAGEMENT LLC: 52,209
18.51% of Eaton Vance Tax Advantaged Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.79 M shares in the last 24 months. This purchase volume represents approximately $417.13 M in transactions.